See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,136 | $102,604-73.6% | $86,188-68.5% | $139,434-80.5% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 24.08% | 1922.51%-1898.4pp | 1168.45%-1144.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $3,139 | $3,032+3.5% | $2,380+31.9% | $4,751-33.9% |
| Participant deferral / active EE | $4,183 | $4,676-10.5% | $3,985+5.0% | $6,710-37.7% |
| Admin fee / account holder | $376 | $8,657-95.7% | $6,852-94.5% | $11,403-96.7% |